UTI Conservative Hybrid Fund vs LIC MF CONSERVATIVE HYBRID FUND compare

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LIC MF CONSERVATIVE HYBRID FUND-Growth

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LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Moderately High	Moderately High	Moderately High
Asset Size (Cr)	₹49 Cr	₹49 Cr	₹1686 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000	₹500
Min Addl Investment	₹500	₹500	₹1000
Launch Date	02 Jun 2003	02 Jun 2003	16 Dec 2003
Category	Conservative	Conservative	Conservative
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 85+15 Conservative TRI	CRISIL Hybrid 85+15 Conservative TRI	NIFTY 50 Hybrid Composite Debt 15:85
Turn Over	%	51%	32%
Expense Ratio	2.25	2.25	1.81
Manager	Pratik Harish Shroff	Pratik Harish Shroff	Amit Kumar Premchandani
ISIN Code	INF767K01808	INF767K01808	INF789F01893
Exits Load	LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	0.41%	0.41%	0.91%
6 Month	4.11%	4.11%	6.01%
1 Year	2.88%	2.88%	4.45%
3 Year	6.55%	6.55%	9.77%
5 Year	6.36%	6.36%	10.75%

Scheme Name	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	0.23%	0.23%	1.16%
1 Year	3.34%	3.34%	6.48%
3 Year	6.24%	6.24%	9.61%
5 Year	5.89%	5.89%	9.38%

Scheme Name	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	7.47%	7.47%	9.82%
3 Year	6.84%	6.84%	9.37%
5 Year	6.77%	6.77%	9.43%

Scheme Name	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	3.48%	3.48%	3.86%
Sharp	0.04%	0.04%	0.63%
Beta	0.06%	0.06%	1.18%
Alpha	-0.11%	-0.11%	0.42%

Scheme Name	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Pratik Harish Shroff	Pratik Harish Shroff	Amit Kumar Premchandani
Total AUM	₹2586 Cr	₹2586 Cr	₹13572 Cr
Funds Managed	10	10	3
	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	83.03	83.03	76.84
Large Cap	15.35	15.35	15.77
Mid Cap	1.62	1.62	3.72
Small Cap	-	-	3.67

Scheme Name	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	81.09	81.09	76.32
Energy	2.97	2.97	1.29
Technology	2.82	2.82	2.51
Consumer Defensive	1.73	1.73	0.57
Financial Services	8.65	8.65	7.77
Consumer Cyclical	2.74	2.74	3.44
Utilities	-	-	0.61
Basic Materials	-	-	1.96
Industrials	-	-	1.44
Healthcare	-	-	1.99
Communication Services	-	-	1.76
Real Estate	-	-	0.33